Specify a company contact for invoices

If you set up company contacts in Web Help Desk for each billing invoice, you can generate an invoice or quote from a ticket.

1. Click Setup > Parts & Billing > Invoicing Options.

2. In the Company Name box, enter the name of the company that receives the billing invoices.

3. Enter the address and phone number of the company that receives the billing invoices.

4. Enter the fax number and email address of the that receives the billing invoices.

5. In the Preferred Client Contact Info line, specify whether the client contact information on invoices is pulled from Web Help Desk or the client's personal profile.

   The Web Help Desk contact information is located at Setup > Parts & Billing > Options > Billing Entity. See Apply parts and billing options for details.

6. (Optional) In the Footer Text box, enter a message that will be displayed at the bottom of the invoice.

7. Click the Logo tab.

8. (Optional) Upload a GIF or PNG file containing your company logo.

9. Click Save.